See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,376 | $159,602+23.0% | $150,045+30.9% | $142,382+37.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 10.69% | 70.24%-59.5pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,384 | $4,961-31.8% | $4,693-27.9% | $4,299-21.3% |
| Participant deferral / active EE | $7,059 | $8,310-15.1% | $7,997-11.7% | $6,507+8.5% |
| Admin fee / account holder | $6,564 | $14,846-55.8% | $13,435-51.1% | $12,624-48.0% |